Jeffrey Keegan Martin

Wealth Watch Advisors, INC

13 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching

Wealth Watch Advisors, INC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

42 advisors

Number of Clients

3,533 clients

Average Client Portfolio

$134K average

Assets Under Management

$473.7M

Fee Structure

Location

Chandler, AZ

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Criminal

September 2013

Final Disposition

Customer Dispute

March 2007

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jeffrey sells life, health, and annuity products through multiple carriers as an independent contractor. This activity takes about half of his time.

Employment History

Current Registrations

Wealth Watch Advisors, INC

July 2018 - Present · 7 yrs 7 mos

Previous Registrations

Horter Investment Management, LLC

September 2016 - November 2017 · 1 yr 2 mos

Triumph Wealth Advisors, INC.

December 2015 - September 2016 · 9 mos

Taylor Capital Management INC.Broker

October 2015 - September 2016 · 11 mos

On Investment Management CO

August 2012 - September 2013 · 1 yr 1 mo

The O.N. Equity Sales CompanyBroker

August 2012 - September 2013 · 1 yr 1 mo

Suntrust Investment Services, INC.

October 2010 - January 2011 · 3 mos

Suntrust Investment Services, INC.Broker

October 2010 - January 2011 · 3 mos

Ameriprise Financial Services, INC.

July 2006 - July 2009 · 3 yrs

Ameriprise Financial Services, INC.Broker

June 2006 - July 2009 · 3 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.